Guided demo
Sales CRM
Track customers, pipeline, follow-ups, sales and receivables without another CRM subscription.
A 6-step walkthrough of the tabs you actually work in.
One-time payment · Lifetime use · Digital delivery
1
Step 1 of 6
Customer List
Keep every customer and contact in one place.
Sales CRM — Customer List
Sales CRM — Customer List · preview
2
Step 2 of 6
Sales Pipeline
See every deal and what stage it is in.
Sales CRM — Sales Pipeline
Sales CRM — Sales Pipeline · preview
3
Step 3 of 6
Orders & Sales
Record orders and track revenue as it closes.
Sales CRM — Orders & Sales
Sales CRM — Orders & Sales · preview
4
Step 4 of 6
Follow-up Schedule
Never lose a warm lead to a missed follow-up.
Sales CRM — Follow-up Schedule
Sales CRM — Follow-up Schedule · preview
5
Step 5 of 6
Receivables & Payments
Track who has paid and who still owes.
Sales CRM — Receivables & Payments
Sales CRM — Receivables & Payments · preview
6
Step 6 of 6
Dashboard
Sales performance and pipeline health at a glance.
Sales CRM — Dashboard
Sales CRM — Dashboard · preview
Ready when you are
Get Sales CRM and start today
One-time purchase, lifetime use. Delivered to your email as a Google Sheets link — open it, then File → Make a copy to keep your own private version.